Blue Bell Private Wealth Management’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $514K | Sell |
3,509
-53
| -1% | -$9.61K | 0.06% | 181 |
|
|
2026
Q1 | $524K | Sell |
3,562
-37
| -1% | -$6.01K | 0.08% | 161 |
|
|
2025
Q4 | $701K | Buy |
3,599
+1,244
| +53% | +$296K | 0.1% | 126 |
|
|
2025
Q3 | $662K | Buy |
2,355
+342
| +17% | +$87.1K | 0.1% | 127 |
|
|
2025
Q2 | $440K | Sell |
2,013
-413
| -17% | -$66.7K | 0.07% | 156 |
|
|
2025
Q1 | $339K | Buy |
2,426
+49
| +2% | +$7.98K | 0.06% | 162 |
|
|
2024
Q4 | $396K | Sell |
2,377
-348
| -13% | -$61.8K | 0.08% | 144 |
|
|
2024
Q3 | $464K | Buy |
2,725
+83
| +3% | +$12K | 0.09% | 131 |
|
|
2024
Q2 | $373K | Buy |
2,642
+5
| +0.2% | +$621 | 0.08% | 136 |
|
|
2024
Q1 | $331K | Buy |
2,637
+5
| +0.2% | +$572 | 0.07% | 143 |
|
|
2023
Q4 | $277K | Buy |
2,632
+296
| +13% | +$32.3K | 0.07% | 136 |
|
|
2023
Q3 | $247K | Sell |
2,336
-125
| -5% | -$14.5K | 0.07% | 127 |
|
|
2023
Q2 | $293K | Buy |
2,461
+621
| +34% | +$64.2K | 0.08% | 116 |
|
|
2023
Q1 | $171K | Sell |
1,840
-319
| -15% | -$28K | 0.05% | 134 |
|
|
2022
Q4 | $176K | Hold |
2,159
| – | – | 0.06% | 122 |
|
|
2022
Q3 | $132K | Sell |
2,159
-92
| -4% | -$6.74K | 0.05% | 137 |
|
|
2022
Q2 | $157K | Sell |
2,251
-74
| -3% | -$5.42K | 0.05% | 120 |
|
|
2022
Q1 | $192K | Buy |
2,325
+642
| +38% | +$52K | 0.05% | 109 |
|
|
2021
Q4 | $147K | Buy |
+1,683
| New | +$158K | 0.04% | 121 |
|
|
2016
Q4 | – | Sell |
-3,883
| Closed | -$153K | – | 357 |
|
|
2016
Q3 | $153K | Hold |
3,883
| – | – | 0.09% | 107 |
|
|
2016
Q2 | $159K | Sell |
3,883
-100
| -3% | -$3.99K | 0.1% | 103 |
|
|
2016
Q1 | $163K | Buy |
3,983
+100
| +3% | +$3.7K | 0.11% | 103 |
|
|
2015
Q4 | $142K | Hold |
3,883
| – | – | 0.1% | 119 |
|
|
2015
Q3 | $140K | Sell |
3,883
-627
| -14% | -$24.1K | 0.1% | 120 |
|
|
2015
Q2 | $182K | Hold |
4,510
| – | – | 0.11% | 105 |
|
|
2015
Q1 | $194K | Hold |
4,510
| – | – | 0.12% | 97 |
|
|
2014
Q4 | $202K | Buy |
4,510
+400
| +10% | +$16.3K | 0.12% | 100 |
|
|
2014
Q3 | $157K | Hold |
4,110
| – | – | 0.09% | 120 |
|
|
2014
Q2 | $167K | Hold |
4,110
| – | – | 0.1% | 115 |
|
|
2014
Q1 | $168K | Hold |
4,110
| – | – | 0.11% | 96 |
|
|
2013
Q4 | $157K | Buy |
+4,110
| New | +$141K | 0.12% | 96 |
|
Other funds holding ORCL
Blue Bell Private Wealth Management's ORCL Position: Q2 2026 in Review
Blue Bell Private Wealth Management reduced its Oracle (ORCL) stake by 1.5% in Q2 2026, selling an estimated $9.61K and leaving 3,509 shares worth $514K. The position accounts for 0.06% of the portfolio, ranked #181.
Blue Bell Private Wealth Management first reported a position in ORCL in Q4 2013 and has held it in 31 quarters since. The position peaked at $701K in Q4 2025. 3,537 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.
- Blue Bell Private Wealth Management held 3,509 shares of Oracle worth $514K as of Q2 2026.
- Blue Bell Private Wealth Management sold 53 Oracle shares in Q2 2026, an estimated $9.61K.
- Oracle made up 0.06% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #181 holding.
- Blue Bell Private Wealth Management first reported a position in Oracle in Q4 2013 and has held it in 31 quarters since.
- Blue Bell Private Wealth Management's Oracle position peaked at $701K in Q4 2025.
- 3,537 funds tracked by Wall St. Rank held Oracle as of Q2 2026.
Based on Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.